Thanks Zack. Nice demo. In my case i want to upload my suppliers invoices to invoice out to my customer wih my pricing and product name). Would the below work? 1) Replace supplier product description with my systems product description and 2) Replace the supplier price (my buy price) with my sell price.
This was a really good demo, it could really come in handy. I'm wandering if there is a way for the invoice to automatically be uploaded to SmartSuite and then continue the rest of the steps?
Thanks! Yes, you can upload files/attachments to SmartSuite with Relay. For example, you could setup a label/folder in Gmail or Outlook and then move emails that have the invoices attached to that folder. In Relay you can set this as your Trigger and then build the rest of the automation.
What a great use case! Thanks for sharing this Zack!
Really useful!
Awesome tool 😉
Thanks Zack. Nice demo.
In my case i want to upload my suppliers invoices to invoice out to my customer wih my pricing and product name). Would the below work?
1) Replace supplier product description with my systems product description
and
2) Replace the supplier price (my buy price) with my sell price.
This was a really good demo, it could really come in handy.
I'm wandering if there is a way for the invoice to automatically be uploaded to SmartSuite and then continue the rest of the steps?
Thanks! Yes, you can upload files/attachments to SmartSuite with Relay. For example, you could setup a label/folder in Gmail or Outlook and then move emails that have the invoices attached to that folder. In Relay you can set this as your Trigger and then build the rest of the automation.